Marketing exploration session - pre consult survey

Marketing exploration session

Thank you for booking into my diary to have a chat with me about your marketing options.

Just so I can help you best in our call, it would be really handy if you were prepared to complete this survey for me in preparation for our call.

The more I know about your business, the better I will be able to determine if YCM is a fit for you or not.

We respect your privacy and everything collected and discussed is kept strictly confidential.

I look forward to our chat and exploring how YCM may be able to help you with your marketing and business goals.

Cheers Kristie

Your Client Matters

02 9526 9999

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* 1. First Name

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* 2. Last Name

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* 3. Company

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* 4. Your office address

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* 5. Mobile number

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* 6. Aggregator/ Dealer group

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* 7. Association

FBAA

MFAA

CAFBA

Other (please specify)

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* 8. Website URL

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* 9. Facebook URL

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* 10. What is the main outcome you are looking for from your marketing exploration session?

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* 11. How long (years) have you been working in the finance industry?

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* 12. If less than 5 years, what was your previous occupation?

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* 13. How long have you been in your own business?

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* 14. What services do you provide? And what percentage does each service take up of your business?

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* 15. What are your top 3 marketing challenges right now?

Need more leads

Client retention/ trail retention/ need to keep in touch

Understanding and using social media

Need a more professional/ credible look for my business

No time to do marketing myself

Don't know what works anymore

Can't track my results

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* 16. How many loans are you currently writing each month? How many would you like to be writing each month?

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* 17. If we had an absolutely awesome marketing campaign to engage your clients, how many people do you have that you could contact (email and physical address)? (Roughly)

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* 18. What marketing resources/ client communication do you have/ are you currently doing?

I have a website

I use print media

E-newsletters

Facebook business page

YouTube

Other social media

Other (please specify)

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* 19. How do you currently generate leads for your business?

Existing clients refinancing/ coming back

Referrals from existing clients

Referrals from business partners

Online inquiry

Facebook ads

Purchase leads/ provided leads

Networking

Events

Other (please specify)

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* 20. What business mode are you currently in?

Growth

Diversify

Maintenance

Retirement

Will I stay in the industry?

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* 21. On a scale of 1-10, how committed are you to achieving new results?

Somewhat

Super committed!

Clear

i We adjusted the number you entered based on the slider’s scale.

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* 22. How many hours a week can you (or an assistant) put into the marketing of your business?

1-3 hours

3-6 hours

6+ hours

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* 23. Do you have the finances to support a professional, structured marketing program that delivers results?

Yes

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* 24. If we decide we can both work together to achieve your marketing objectives, is there anything that would hold you back from getting started immediately?